You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》交銀國際料港股反彈將持續數月 關注AI產業鏈及大宗商品
阿思達克 03-13 09:38
交銀國際發表研究報告指,近期港股出現反彈,相信主要是由於內外情緒改善合流,在高沽空情緒下的空頭回補所推動。該行預計這輪反彈將持續數月,而下半年或仍存在不確定性。 該行認為,恆生科技指數的性價比較高。板塊配置方面則建議繼續關注AI產業鏈及大宗商品。AI產業鏈股層面可以聚焦在智能硬件的相關標的;大宗重點關注煤炭、銅、石油。該行看好在全球補庫週期、PPI的推動下,大宗商品繼續回暖走高。另外,近期政策端支持地產龍頭融資,有助改善市場對房地產的信心,地產龍頭標的有望迎來反彈。 該行預計,隨著全球流動性寬鬆預期的回暖,在這次港股反彈中,中小盤可能會跑贏大盤股。但考慮到港股如果需要進行波段操作,個股層面的流動性仍是重要考慮因素。因此,中型股可能是平衡收益與風險後性價比更高的選項。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account